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Shared folders for Payroll Files

Written by Denisa Arjoca
Updated over 3 weeks ago

Within payroll, there are a number of files that can be allocated to a Shared Folder where other users may access them. This reduces the risk of one user access to primary payroll files.

There are two functions; Read only and Read/write, which will require to be attached to ‘User Function Access’ within user maintenance.

Function Maintenance

For shared folders to operate effectively two functions are required; Read only and Read/write.

System > System Setup > Function Maintenance

  1. Click Add

  2. Function name for Read function eg SFPRREFT

  3. Function name for Read/Write function eg SFPRWEFT

  4. Description of the shared folder

  5. Type = Function

  6. Module = SY-System

  7. Category = UNUS–unused

  8. Save

Shared Folders

Shared folders allows you to set up folders that can be accessed by several users and allow them to share files within COINS.

System > System Setup > Shared Folders

Directory is the name of the shared folder. Once saved the record creates a directory and this is used in the full file string on the parameter for where the file is to be stored.

Payroll requires two shared Folders: Payroll Bank Files STP log files

  1. Select Add

  2. Directory is the name of the shared folder eg eft_pr and stp_pr

  3. Description of the Shared Folder

  4. Read Function is the function code to grant Read access eg SFPRREFT

  5. Write Function is the function code to grant Read/write access eg SFPRWEFT

User Maintenance

Once technical support has created the Functions for the Shared Folders, user access is assigned to these folders.

System > User Maintenance > User

NOTE:

You cannot change the access rights for the Root group or SYSAdmin user

  1. Find ‘User ID’

  2. Open the user via the hyperlink (name)

  3. Navigate to ‘User Function Access’ Tab

  4. Filter for function ‘SFPR*’ this will display shared folders set up for Payroll. Eg SFPRREFT and SFPRWEFT

  5. Select the functions you need to assign to the user

  6. In the Choose Action list select:

  • Set Access to Yes

  • Set Access to No

  • Set Access to Group

7. When the user navigates to ‘Report Status > My Files’ a Folder drop down will appear on the user to select the shared folder.

Payroll Parameters

The below parameters can be mapped to a shared folder.

Payroll > Global Setup > Parameters

Parameter

Description of file

Example

PR-EMPEARNFILE

Employee earnings export file

$BASE/var/home/eft_pr/empearn.csv

PR-PAYSUMMARYFILE

Payment Summary – EMPDUPE file

$BASE/var/home/eft_pr/[KCO]-paysummary.txt

PR-SUPERANNUATIONFILE

Super extract file for Clearing House

$BASE/var/home/eft_pr/[KCO]-super.csv

PR-TFNFILE

Tax File Declaration file

$BASE/var/home/eft_pr/[KCO]-TFNDEC.csv

BACS File

The below parameter for the EFT file can be mapped to the shared folder.

Payroll > [Pay Frequency] > Setup > Parameters

Parameter

Description of file

Example

BACSFILE

EFT file for wages

$BASE/var/home/eft_pr/[KCO]-[DATE=yyyymmdd]-weekly-eft.aba

NOTE: In the name of the file, it is recommended to use company, date and time stamps for file history.

[KCO]_[DATE=YYYYMMDD]_[TIME=HHMMSS]

STP Files

When a STP file is submitted, a number of log files are generated. The following parameters can be mapped to a separate shared folder.

Payroll > Global Setup > Parameters

Parameter

Description of file

Example

STPUPLOADDIR

STP disk file

$BASE/var/home/stp_pr/

EGOVRDIR

STP log files

$BASE/var/home/stp_pr/

NOTE:

These files do not require date/time stamps they currently are sequenced based when generated.

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